Client Advisor, Private Client Group

Firm Description

SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients’ interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.

Role

SCS is seeking a Client Advisor to join the Boston office – one of our growing locations at the firm. As a part of a client relationship team dedicated to serving the financial and investment needs of clients, the Client Advisor will work with the team to ensure that SCS clients continue to receive a world class experience.

Specifically, the Advisor will be responsible for assisting senior team members to implement and maintain clients’ investment and strategic plans. This may include overseeing the account opening and administration of client portfolios, preparing client meeting presentations, confirming trading and other investment activity, monitoring portfolios against asset allocation targets, working on ad-hoc projects, working with accountants and estate planners, and assisting with client inquiries and requests among other tasks. 

We are seeking candidates who are well organized, energetic, and team-oriented. The right candidate is a self-starter with a strong work ethic who has excellent communication skills and attention to detail. This person must be willing to provide the highest level of client service, professionalism, and confidentiality. Furthermore, this person must be able to efficiently prioritize tasks and consistently meet deadlines.

Qualifications

• Minimum of a Bachelor’s degree in Finance, Economics or other related discipline
• Interest in pursuing an advanced degree and or professional certification (CFA, CFP, etc.) preferred
• 0-3 years of relevant professional experience
• Strong proficiency in Microsoft Word, Excel, and PowerPoint (experience with applications such as Addepar or RedBlack would be additive)
• Excellent organizational, prioritization, and time management skills
• Analytical with a strong attention to detail; problem solve effectively
• High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment
• Strong written and oral communication skills